Donahue Financial Group (DFG) provides ongoing portfolio management services tailored to each client's individual goals, risk tolerance, and time horizon. DFG creates an Investment Policy Statement for each client, outlining their current financial situation. DFG generally limits its investment advice to mutual funds, fixed income securities, equities and ETFs. DFG requests authority to make trades without asking first.
Assets Under Management$85M
Clients50
Advisors1
Avg. per Client$1.7M
Avg. per Advisor$85M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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